Would be great to have this functionality. More and more clients are wanting documents only sent via a secure portal. We previously used MYOB Portal and it was fantastic for sending & receiving documents even if they did not require signature. Clients expect this level of security & flexibility. Feel this is a critical service that leading software should provide.
Would be great to have this functionality. More and more clients are wanting documents only sent via a secure portal. We previously used MYOB Portal and it was fantastic for sending & receiving documents even if they did not require signature. Clients expect this level of security & flexibility. Feel this is a critical service that leading software should provide.